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What is scope for Uber-likes? What is network? They're simply leveraging a brand - it is almost no moat versus a competitor, especially if they have a structura
by Qworg 10y ago
What is scope for Uber-likes? What is network? They're simply leveraging a brand - it is almost no moat versus a competitor, especially if they have a structural advantage.
An example advantage would be an autonomous car manufacturer entering the market - they can simply blow Uber out of the water on cost alone.
- Keyframe 10y agoNo moat? Do you think brand recognition is worthless or I'm missing something? They have a large user base (I presume) already. I'm not sure one could build one from scratch just like that. It would need a big player to enter the game.
- amclennon 10y agoI imagine a company like Ford, Chrysler, or any other large car manufacturer would have equal if not greater brand recognition compared to Uber. These would be the biggest threat to Uber's market share since they could easily compete on cost and distribution alone.